AWM
DFS
Affinity Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,971
| Closed | -$507K | – | 101 |
|
|
2025
Q1 | $507K | Buy |
2,971
+56
| +2% | +$9.56K | 0.09% | 58 |
|
|
2024
Q4 | $505K | Buy |
+2,915
| New | +$505K | 0.09% | 57 |
|
|
2022
Q1 | – | Sell |
-22,195
| Closed | -$2.69M | – | 108 |
|
|
2021
Q4 | $2.69M | Buy |
22,195
+131
| +0.6% | +$15.9K | 0.55% | 36 |
|
|
2021
Q3 | $2.78M | Buy |
22,064
+202
| +0.9% | +$25.4K | 0.55% | 40 |
|
|
2021
Q2 | $2.75M | Buy |
21,862
+809
| +4% | +$102K | 0.55% | 40 |
|
|
2021
Q1 | $2.05M | Buy |
+21,053
| New | +$2.05M | 0.42% | 44 |
|